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Compare IVE vs. R3AL
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the iShares MSCI EAFE ETF (IVE) and the Clearbridge Real Income Fund - Active ETF (R3AL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVE | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 85 | 0 |
Median incremental investment | $1,426.87 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $4,508.02 | $0 |
Average age group | > 35 | N/A |
Key Summary
IVE | R3AL | |
|---|---|---|
Strategy | IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies. | R3AL.AX was created on 2010-11-17 by Martin Currie. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of Inflation. |
Top 3 holdings | ISHARES MSCI EAFE ETF (99.96 %) AUD CASH (0.04 %) USD CASH (0.00 %) | Scentre Group (7.28 %) Aurizon Holdings Ltd (7.22 %) APA Group (6.61 %) |
Top 3 industries | Other (99.86 %) Communication Services (0.14 %) | Real Estate (61.04 %) Industrials (20.02 %) Utilities (10.96 %) |
Top 3 countries | Japan (22.34 %) United Kingdom of Great Britain and Northern Ireland (14.41 %) Germany (9.65 %) | Australia (70.99 %) New Zealand (10.25 %) United States (7.21 %) |
Management fee | 0.32 % | 0 % |
Key Summary
IVE | R3AL | |
|---|---|---|
Issuer | iShares | Martin Currie |
Tracking index | MSCI EAFE | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0 % |
Price | $144.45 | $1.56 |
Size | $594.563 million | $469.072 million |
10Y return | 79.84 % | N/A |
Annual distribution yield (5Y) | 2.82 % | 4.59 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 27/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVE | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 85 | 0 |
Median incremental investment | $1,426.87 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $4,508.02 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
IVE | R3AL | |
|---|---|---|
Pros |
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Cons |
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IVE | R3AL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |